Tax & Financial Advisory

I help businesses, nonprofits and real estate developers finance their projects, often through the use of tax credits which are sold for cash along with traditional debt and equity. To date, I’ve obtained about $500 million for my clients. I also help business owners reduce their tax liability when they sell their businesses.

Recent projects where I obtained government funding included:

D’Youville College’s Health Professions HUB
A new facility for the Council on Addiction and Recovery Services.
The Erie County’s Child Advocacy Center, as managed by BestSelf Behavioral Health (expected 2021)
$52 million for the construction of a distribution center & headquarters facility
$15 million for a national insurance company’s new corporate headquarters
$4 million against a $20 million manufacturing expansion (expected 2021)
$5 million against a $30 million mixed-use real estate development (expected 2021)
$25 million against Johnson Controls’ $150 million manufacturing & testing center (As a registered lobbyist under a former employer)

Here are some related white papers, articles, media and podcasts: